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What’s Keeping You Up At Night: Finances Edition

October 1 @ 11:30 am - 1:00 pm

Our speaker this month will provide valuable insights and practical strategies to help seniors and their families navigate financial uncertainties with confidence. Don’t miss this opportunity to gain peace of mind and secure a stable financial future. We will address:
-What happens if I have to care for a spouse?
-Will my family be secure if something happens to me?
-How do I create a legacy for my children?
-What will my survivors need to know?
-How do I do a better job at budgeting?

Our speaker for this event is Yvonne Ceresa, Certified Financial Planner® at Edward Jones

This is a free event, a light lunch will be provided.
Event sponsored by Carly Powell of Mutual of Omaha:
https://mutualreverse.com/lo/carly-powell/

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What’s Keeping You Up At Night: Finances Edition

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Details

Date:
October 1
Time:
11:30 am - 1:00 pm

Venue

Saint Matthew
399 Wiget Lane
Walnut Creek, 94598 United States
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